FAQs in this section
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
List the benefits of Vtiger’s One Growth edition.
List the feature limits of the One Growth edition.
What is the Vtiger One AI edition?
What are the features of Vtiger One AI editions?
Who can use Vtiger One AI edition?
What is the 404 error in Vtiger CRM?
What should I do if I get a 404 error in the CRM?
How do I increase the limits for the Approvals feature?
What are the benefits of using OTP Rules and Validation?
Is OTP Rules an Add-on?
What is an OTP?
What are OTP Rules in Vtiger?
How do OTP Rules work?
What is Vtiger’s OTP Rules feature?
What is OTP Verification?
How do I install the OTP Rules Add-on?
Where do I find OTP Rules in the CRM after installing it?
How do I send an OTP from Vtiger CRM?
How do I use OTP Rules API Save Requests?
What are the limitations of OTP Rules and Validation in Vtiger?
What is OTP Validation?
Can I add additional OTP Rules if I run out of limits?
Is Kosovo available in the Global Country Picklist, and what country code does it use?
How do I cancel my email campaign subscription?
How do I create OTP Rules in Vtiger?
Table of Contents
Follow these steps to create OTP Rules:
- Log in to the CRM.
- Go to the Main Menu.
- Go to Administration.
- Go to OTP Rules.
- Click Add OTP rules.
- Enter or select the following information:
- Details block
- Rule Name: Provide a unique name for the rule.
- Target Module: Select the module for which OTP verification is required.
- Applicable Profiles: Choose profiles for which OTP verification is required. Users of selected profiles will be prompted for OTP, while others can save without OTP.
- Allow sending OTPs for closed records: Enable this option if OTP verification is required when reopening a closed record.
- OTP Options block
- OTP Type: Select among numeric, alphabetic, or alphanumeric OTPs.
- OTP Length: Specify the number of characters for the OTP.
- Valid For: Set the duration for which the OTP is valid from when it is sent.
- OTP Resend: Choose whether to send a new OTP or resend the previously generated OTP if still valid.
- Max Resend Attempts: Define the maximum number of resend attempts within a specified time frame.
- Reset Resend Attempts After: Set the time frame after which resend attempts will be reset.
- Max Validation Attempts: Specify the maximum number of OTP validation attempts.
- Reset Validation Attempts After: Set the time frame after which validation attempts will be reset.
- Verification Trigger block
- Trigger Conditions: Define conditions under which OTP verification is required. Similar to workflows/processes, conditions can include has changed, has changed from, etc.
- Note: If the conditions match during record creation, saving will not be permitted. This is because OTP verification is required to save the record, but an OTP can only be sent once the record is saved.
- OTP Delivery block
- Channels: Choose the channels (email, SMS, WhatsApp) through which OTP will be sent.
- Recipient: Select the field to which OTP should be sent.
- Template: Choose a template for sending OTP.
- Provider: Choose the service provider for SMS and WhatsApp channels.
- Details block
Note:
- OTPs will always be sent, even if the customer has opted out. To avoid sending automated OTPs to customers who have opted out, include conditions in Workflows or Processes to exclude them.
- Only templates with an OTP merge tag can be chosen in the template selection. For SMS and WhatsApp, only approved templates can be selected.
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